Personal Financial Management

Data-driven = Growth

MX's personal finance management solution securely integrates
into digital banking products and enables users to take control of their
finances. Budgeting, account aggregation, auto-categorization, and debt
management are just a few of the tools that increase user loyalty and drive
profitable growth.

All accounts in a single view

MACU Case Study:
Increased Engagement + ROI

Through implementing the MX platform, MACU has transformed
their online and mobile banking platform into a central financial hub for
account holders — and have quickly become their primary financial
institution.

40%+ adoption in just 5 months (a 1,200% increase vs. their old solution)

"MX has the ability to deliver on results and really be cutting edge — both in the products they provide and the way they go about their business."

James Ladas

Product Leader at BancVue

Easy Integration

MX gives you the choice to present internal and external
data via your own visual designs or via our award-winning visualizations.
Either way, your users' experience will be backed by the industry's
cleanest, most reliable data. Get up and running in as little as 30 days!

"I've been delivering software for years, and there's a level of
engagement with MX that I've never seen before. Banking can be really
dry stuff, and MX is making it exciting"

Tom Tyson

Digital Channel Manager at BECU

Award Winning UI/UX

MX has won dozens of industry accolades and awards,
including Best of Show at Finovate six times running — more than
any other company to date. Engage millennials and attract the most
profitable account holders with our designs

Account Aggregation

Give your users less reason to sign into your competitors'
digital banking portals by enabling them to view their entire financial
life within your online banking experience. This one feature transforms
you into their primary financial hub.

Enable account holders to take control

MX's personal financial management solution puts a user’s
data on center stage, molding it into a cohesive, intelligible, and
interactive visualization. As a result, users engage more often and more
deeply with your digital banking products — bringing greater user loyalty
and commitment. You can then leverage user data to create
hyper-personalized offers and directly gain additional market share.

Feature List

All features apply to all internal and aggregated accounts, allowing users to develop improved insight into their full financial life.